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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC-CL A | $38.1M | 132500 | 22.83% |
| 2 | ROKU INC | $32.7M | 345661 | 19.59% |
| 3 | WAL-MART STORES INC | $21.1M | 170000 | 12.66% |
| 4 | TAKE-TWO INTERACTIVE SOFTWRE | $16.1M | 81500 | 9.64% |
| 5 | AMAZON.COM INC | $14.9M | 71600 | 8.93% |
| 6 | TJX COMPANIES INC | $12.4M | 77500 | 7.41% |
| 7 | COSTCO WHOLESALE CORP | $11.3M | 11350 | 6.78% |
| 8 | PALANTIR TECHNOLOGIES INC-A | $10.1M | 69000 | 6.05% |
| 9 | TESLA MOTORS INC | $2.2M | 6000 | 1.34% |
| 10 | NETFLIX INC | $1.9M | 19450 | 1.12% |
| 11 | TRIUMPH BANCORP INC | $1.8M | 30450 | 1.09% |
| 12 | GENERAC HOLDINGS INC | $1.8M | 9100 | 1.07% |
| 13 | REDDIT INC-CL A | $1.2M | 9000 | 0.73% |
| 14 | XPO LOGISTICS INC | $973K | 5000 | 0.58% |
| 15 | HUNT (JB) TRANSPRT SVCS INC | $318K | 1500 | 0.19% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.